Favorites
Per-user starred customers and onboardings that get a one-click sidebar entry.
Per-user starred customers and onboardings that get a one-click sidebar entry.
A favorite is a record you’ve starred so it sticks to your left sidebar. The list is private to you. Star the five customers you work with most and they’re always one click away, regardless of which view you’re in.
Two record types, today:
Tasks, contacts, and reports are not favoritable. For tasks, pin them instead. For reports, embed them on your dashboard from Customize your dashboard.
Each favorite renders as a row under a “Favorites” header in the left nav. The row shows:
Click the row to jump straight to the record. Right-click for a context menu with Open in new tab, Reorder, and Remove from favorites.
Drag a favorite row up or down in the sidebar to reorder. Drop position is saved as soon as you release. To remove, either:
There’s no soft-delete or undo. Re-star to add it back; the row reappears at the bottom of the list.
Pivotal caps favorites at 12 per user. The cap keeps the sidebar usable and stops it scrolling. If you try to star a 13th record, the star action surfaces a dialog asking which existing favorite to swap out. Pick one, confirm, and the new record takes its slot.
If you hit the limit often, that’s usually a sign you should be using a saved view instead. A view of “Customers I own with status active” scales past 12 and updates as you onboard new accounts.
These two get confused. Owner (the csm field on an onboarding, or owner on a customer) is a workspace-shared assignment that drives notifications and reports. A favorite is your private shortcut. Starring a record does not assign you. Assigning you does not auto-star.
Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.